Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) Shares Bought by Schwarz Dygos Wheeler Investment Advisors LLC

Schwarz Dygos Wheeler Investment Advisors LLC lifted its position in Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU) by 59.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 5,521 shares of the company’s stock after buying an additional 2,049 shares during the period. Schwarz Dygos Wheeler Investment Advisors LLC owned approximately 0.13% of Avantis Responsible U.S. Equity ETF worth $365,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Werba Rubin Papier Wealth Management bought a new stake in Avantis Responsible U.S. Equity ETF in the fourth quarter worth about $208,000. Perigon Wealth Management LLC raised its holdings in shares of Avantis Responsible U.S. Equity ETF by 27.6% in the 4th quarter. Perigon Wealth Management LLC now owns 4,325 shares of the company’s stock worth $291,000 after purchasing an additional 935 shares in the last quarter. Axxcess Wealth Management LLC raised its holdings in shares of Avantis Responsible U.S. Equity ETF by 27.3% in the 3rd quarter. Axxcess Wealth Management LLC now owns 4,692 shares of the company’s stock worth $306,000 after purchasing an additional 1,007 shares in the last quarter. Bfsg LLC lifted its stake in Avantis Responsible U.S. Equity ETF by 41.0% during the fourth quarter. Bfsg LLC now owns 8,171 shares of the company’s stock valued at $540,000 after purchasing an additional 2,377 shares during the last quarter. Finally, LexAurum Advisors LLC boosted its holdings in Avantis Responsible U.S. Equity ETF by 4.7% during the fourth quarter. LexAurum Advisors LLC now owns 10,486 shares of the company’s stock worth $693,000 after buying an additional 473 shares in the last quarter.

Avantis Responsible U.S. Equity ETF Stock Performance

Avantis Responsible U.S. Equity ETF stock opened at $64.71 on Monday. Avantis Responsible U.S. Equity ETF has a 1 year low of $57.23 and a 1 year high of $69.65. The firm’s 50 day moving average price is $67.34 and its two-hundred day moving average price is $66.50. The firm has a market cap of $330.02 million, a price-to-earnings ratio of 22.03 and a beta of 1.05.

Avantis Responsible U.S. Equity ETF Profile

The Avantis Responsible U.S. Equity ETF (AVSU) is an exchange-traded fund that mostly invests in total market equity. The fund actively invests in US companies of all market capitalizations. Holdings are screened for multiple ESG metrics and selected based on fundamental criteria AVSU was launched on Mar 15, 2022 and is managed by American Century Investments.